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Expert Views

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Sponsored Content: Lisa Kirchenbauer--Success Through Serving An Overlooked Need

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Wealth manager Lisa Kirchenbauer focuses largely on handling the financial affairs of a recently deceased loved one.

Advisor Dangers Rise When Wealthtech Deprioritizes Risk

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When companies deprioritize risk, they ignore the needs of the market they are purportedly trying to support.

Megabanks Have Living Wills. Regional Banks Need Them Too

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All institutions with more than $100 billion should follow the same rules on capital requirements and breakup plans.

Just How Unaffordable Is The U.S. Housing Market?

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Americans have been stretching their finances to buy homes since the 1970s, and this time is no different.

How 831(b) Plans Empower Small Business Self-Reliance As Insurers Exit More States

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An 831(b) plan allows businesses to set aside tax-deferred funds for unforeseen events.

Help Clients And Grow Your Practice With Behavioral Coaching

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Research has shown that behavioral coaching is one of the most important services an advisor can provide.

How To Improve Your Cyber Controls To Protect Client Assets

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Here are the steps that firms need to take to protect client assets from external threats.

What Harvard Can Learn From Olive Garden

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America's casual restaurants serve a more diverse clientele than many of America's elite universities.

Women Shattering The Glass Ceiling And Barbie's Parallel Influence

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The paradox Barbie embodies pushes career women to construct their own definitions of empowerment in financial services.

Advisors' Organic Growth And The Future Of Wealth

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Organic growth is the key to financial advisors' and wealth management firms' future success.

A Compassionate Approach To Financial Trauma

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Gaining an understanding of financial trauma is a crucial step in guiding your clients toward financial well-being.

Your Client Did Not Win The Lottery. What Now?

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Many of the dreams clients have if they “won the lottery” might be within reach with some financial planning.

Wealthy Americans Are Anxious About the Economy, Too

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As the cost of services has risen, the financial position of the affluent has weakened.

Advisors Aren't Losing Clients Over Crypto

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Advisors aren't actively considering regret when building portfolios, but it's not necessarily costing them clients.

Flood Insurance Quagmire Demands Bold Reform, Not Stopgaps

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A U.S. government-backed program is woefully ill-suited for climate change.

Advisors Can Win Big Amid Rising Uncertainty--Seizing The Opportunity

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Advisors seeking to play to win must be ready to address the full range of client concerns, both personal and financial.

Women Are Drinking More Alcohol And It's Killing Them

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Public health officials must do more to counteract “rosé all day” and #winemom messaging.

Plan On Going Fee-Only, Even If It's Down The Road

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Finding a firm with the resources and culture to help you transition to fee-only is the foundation for long-term success.

How To Be A Trustworthy Leader For Your Clients

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Trustworthy client leadership is critical to keeping an advisor-client relationship strong.

To Bring Back The Office, Bring Back Lunch

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Office workers need to have a proper lunch, in a restaurant, like the French do, and their employers should pay for it.

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